Oak Tree Financial Services Ltd

Oak Tree Financial Services Ltd


WE ARE INDEPENDENT: And we mean that in the full sense of the word. We are not owned in any part by a financial institution that also produces financial products. WE BELIEVE IN PROFESSIONAL MONEY MANAGEMENT: We do not manage money ourselves. We work hard to find the best financial money managers/products for our clients from over 100 different financial institutions, be they Banks, Investment Firms, Life Insurance Co’s, Trust Companies, Pension Managers, or Credit Unions. Add to this a team that has over 200 years of combined experience in the financial industry, and you have a winning combination.

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Business Details

Business Established in 2004

Contact Name: Trent Stanley
Email: mew@oaktreefinancial.ca
Website: oaktreefinancial.ca
Phone: 519-291-1353
Address: 406 Wallace Ave N, Listowel, ON N4W 1L3